See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,437 | $163,101-84.4% | $136,749-81.4% | $142,382-82.1% |
| Participation rate | 73.7% | 78.2%-4.5pp | 72.1%+1.5pp | 80.1%-6.4pp |
| Annual return | 20.22% | 27.54%-7.3pp | 24.33%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $952 | $4,117-76.9% | $3,400-72.0% | $4,299-77.9% |
| Participant deferral / active EE | $3,827 | $5,585-31.5% | $4,692-18.4% | $6,507-41.2% |
| Admin fee / account holder | $193 | $14,318-98.7% | $11,386-98.3% | $12,624-98.5% |